06:12 AM EST, 11/19/2025 (MT Newswires) -- Back in the summer, some commentators were making a big deal about the torrent of capital leaving Canada, per the international securities transactions data, said Bank of Montreal (BMO).
Canadians were investing heavily overseas, in both global stocks and bonds, noted the bank. Meantime, international investors were net sellers of Canadian financial assets in the first half of the year -- a rarity.
The bank pointed out it didn't jump on the bandwagon to warn about these seemingly worrying trends, because market action was sending no such signals.
The Canadian dollar (CAD or loonie) was stable through midyear, bond yields were well behaved just above 3%, and the TSX was forging to record highs.
Now, three months later, it has emerged that Canada reportedly just saw one of the biggest three-month portfolio investment inflows on record, snapping the longer-term trend "sharply" higher, stated BMO after Monday's data.
In fact, even as investment overseas has remained robust, international inflows have nearly caught up, added the bank.